Earnings Call Summary | DarioHealth(DRIO.US) Q2 2024 Earnings Conference
Earnings Call Summary | DarioHealth(DRIO.US) Q2 2024 Earnings Conference
The following is a summary of the DarioHealth Corp. (DRIO) Q2 2024 Earnings Call Transcript:
以下是DarioHealth Corp. (dariohealth) Q2 2024業績會議電話交流摘要:
Financial Performance:
金融業績:
Q2 2024 marked another step toward profitability for DarioHealth with core B2B2C business showing 60% sequential growth and a 28% organic growth rate.
DarioHealth demonstrated 82% non-GAAP gross margins this quarter and anticipates a reduction in non-GAAP operating expenses of approximately 40% from Q1 2024 to Q1 2025.
DarioHealth reported a significant reduction of over 70% in non-GAAP operating losses anticipated between Q1 2024 and Q1 2025, aligning with the company's roadmap to profitability by the end of 2025.
Q2 2024是DarioHealth盈利的又一步,在覈心B2B2C業務上,順序增長率達到60%,有機增長率爲28%。
本季度DarioHealth的非GAAP毛利潤率達到82%,同時預計自Q1 2024到Q1 2025期間的非GAAP營業費用將減少約40%。
DarioHealth報告稱,預計Q1 2024到Q1 2025的非GAAP營業損失將大幅減少超過70%,與公司在2025年底盈利的路線圖相吻合。
Business Progress:
業務進展:
Strategic acquisition of Twill has been integrated successfully, driving cross-selling opportunities and enhancing the product portfolio to include behavioral health solutions.
DarioHealth has seen rapid adoption of its GLP-1 product among employers and health plans, indicating strong market acceptance and potential for growth.
A shift towards a more recurring revenue model, particularly in the pharma sector, signifies a strategic focus on long-term stability and growth.
成功整合Twill的戰略收購,推動交叉銷售機會,增強產品組合,包括行爲健康解決方案。
DarioHealth的GLP-1產品在僱主和醫療保健計劃中得到快速採用,這表明市場接受度強,具有增長潛力。
在藥品行業板塊中,轉向更多的重複營收模型,標誌着戰略集中於長期穩定和增長。
Opportunities:
機會:
The integration and cross-selling between DarioHealth's and Twill's platforms offer significant opportunities for growth in both B2B2C and pharma sectors.
The pharmaceutical industry's shift towards direct-to-consumer engagement models presents a substantial opportunity for DarioHealth to leverage its integrated solutions.
DarioHealth與Twill平台的整合與交叉銷售,爲B2B2C和藥品板塊都提供了巨大的增長機會。
藥品行業向面向消費者的參與模型的轉變爲DarioHealth利用其集成解決方案提供重大機遇。
Risks:
風險:
Financial adjustments like the $1.1 million price concession made to a strategic partner reflects transitional risks as DarioHealth shifts its revenue model towards more sustainable, recurring streams.
對戰略合作伙伴進行的110萬美元價格讓步等財務調整反映出DarioHealth向更可持續的重複性營收模型轉變中面臨的過渡性風險。
More details: DarioHealth IR
更多詳情:DarioHealth投資者關係
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。
譯文內容由第三人軟體翻譯。